Sequoia Financial Advisors »

Fidelity vlu factor etf shares owned by Sequoia Financial Advisors

Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Sequoia Financial Advisors from 13F filings

Historical chart of Sequoia Financial Advisors investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity vlu factor etf held by Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity vlu factor etf by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $332k 5.8k 57.05
2023-12-31 $307k 5.8k 53.00

More positions owned by Sequoia Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Msci Total (IXUS)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr National Mun Etf (MUB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Gold Tr Gold Shs (GLD)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Value Etf (VTV)

View all positions for Sequoia Financial Advisors

Top funds holding Fidelity vlu factor etf

Envestnet Asset Management
FMR
Jpmorgan Chase & Co
Goodwin Investment Advisory
Commonwealth Equity Services
Thrivent Financial for Lutherans
Personal Resources Investment & Strategic Management
Advisor Group Holdings
Custos Family Office
Royal Bank of Canada
Bank of America Corporation
Dynamic Advisors Solutions
Halpern Financial
Kestra Advisory Services
Creative Planning

View all funds holding Fidelity vlu factor etf